How to put your data in the spotlight, one report at a time.
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- 212 Replies
I’m working on gathering EOY metrics for my company. When I select a date range on Copper’s Reporting dashboard it seems like Copper automatically sorts by close date. Is that correct? Is there a way to select by the date when I create an opportunity in Copper instead?
In Legacy Reports when viewing activities; Is there a way to get more detail or take the user to all the activities that have been completed to view them? Can I click on the meetings for a rep or other activities and be brought to a page that lists them in a view with the most recent being listed from top to bottom? Thanks, Rob Note from Copper: Legacy Reports will be sunset at the end of 2022, and are not available for net-new customers as of April 2022. Admins can use our reporting suite to track company performance.
In Insights Builder tables, is there a way to hide columns that are used to create calculated measures?For example: I am interested in calculating and displaying the percentage of leads that receive a demo each month, but I don’t want to display the raw numbers used to calculate that percentage.
I run a real estate brokerage firm, i will be relying heavy on accurate reports and using the CRM as a tool that will allow me and my individual team members to scale their business by knowing the anticipated commission from deals.Can Commission Calcution be added to the Dashboard as a forecast?
I think that the “Calendar Event” activity type is intended to relate to any event that occurred in the past that has at least one Person or Lead listed as an attendee at that event.But, when I view the Activity by User Legacy Report, the counts are much higher than I would expect. For example, when I filter on the current week, I see a count of 6 activities of type “Calendar Event” but my synced Google Calendar only has two events that included an attendee that is a Lead or Person in Copper.I haven’t found a way to “show me the 6 calendar event activities” that are referenced in that legacy report, which makes this challenge to determine what might be causing the unexpectedly high count. Has anyone else run into this inflated activity count for Calendar Event types?
I have a Insight where I want to filter out a specific tag for People Data. When I created this insight, the removal of the tag worked correctly. Fast forward a week, and the tag removal no longer works. I get the same number of clients whether the tag is turned off or on. The underlying data is correct. The only change I have made to the people data since the creation of this insight was to downloaded/re-imported all of my people data for some data cleaning. I did not touch the Tag field and if you look at the People page, the tag still exists. Has anyone else ran into this issue or have potential solutions?
Hello, I have read on Copper that the data sync for Copper reports happened every 24hours. However I have not been able to find exactly what time this sync occurs? We would like to know when that happens in order for our scheduled emails to always send over reports with data that is up to date. Is there a way to set up a specific time for when we wish that sync to occur? I appreciate anyone’s help and information on this!Thanks
I just wanted to ask if anyone knows whether there is a way to report on what the state of the pipeline is as the report is sent? I am keen to report on the current Opp count in each stage, the current values etc, but almost in real time as the report is sent. Thanks :)
I would like to understand how opportunities move through the pipeline, e.g.what are the conversation rates from stage to stage how long do opportunities stay in a stage and so forthDo you know where to find this or how to create such a report?
One of the heart beats of my business is how many proposals sent a month. If we do 4 & 75% conversion, we’re good. I’m trying to find a way to track this metric. I’ve tried a few approaches on this and did have a very manual solution but I want to make it easier to manage.Currently, my best idea was to create a custom field on opportunity (Proposal sent - DATE) that automatically populates when I move it between stages (proposal → follow up) in my opportunity pipeline. The idea was to count records with proposal sent in certain dates (this month, this Q, this year) but it looks like DATE fields don’t appear either as attributes or as part of the date filter drop down. Has anyone tackled an issue like this?
Hi Copper! It’s Andrew from the product team. We’re looking for feedback and opinions on our recently launched Reports feature.Let us know what you think in the survey linked below! Reports feedback survey We’d love to hear from you! If you haven't had the chance to try Reports yet, please answer the first question and let us know why. We value your time and your candid feedback, and we appreciate you taking the time to provide your feedback.We use this feedback to help set our product priorities. Make your voice heard by taking the survey! Kind regards,Andrew S, Sr. Product Manager
I am trying to export the current opportunities, but the reports seem to include old deleted opportunities and do not include the most recently added. Even where I have changed the value - the report still stubbornly includes the old value. Any suggestions on this would be most appreciated. Thank you.
Copper is no longer auto refreshing. For instance it does not refresh opportunities when I sort them in a new order which it has always done up to now. Also the tasks list is not refreshed with up to date data when you revisit it. You have to press F5 to refresh. It used to do this itself. What has gone wrong?
Hi Team,From my understanding, we can create special calculation using Insights Builder right?But how do we calculate Lead Conversion Rate between leads and Opportunity in Reports using the Scorecards / Key Performance Indicators? Thanks-Mervz
Is there a way to track the number of days between opening an opportunity, and when that opportunity reaches a specific stage in a pipeline? I’ve figured out how to calculate the days between Open and Closed, but I’m really hoping to be able to track how long it takes an Opportunity to move from Open to reach Negotiations Started, or Negotiations Start to Won.
I’m trying to use the Custom Report Builder to create a pivot table analyzing data contained in custom fields that I created days ago. Which columns appear in Custom Fields exports made using the Google Sheets Add-On? How often do these columns update? What dictates the order in which columns appear in the export?
I see both in my sidebar but I’m not too sure what the difference is. Note from Copper: Legacy Reports will be sunset at the end of 2022, and are not available for net-new customers as of April 2022. Admins can use our reporting suite to track company performance.
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